Oak Ridge Investments LLC Q3 2023 vs. Q4 2023: A Closer Look at Fund Holdings

In the world of investments, staying updated with the latest changes in fund holdings is crucial. This information provides valuable insights into the strategies and preferences of prominent investors. One such case is Oak Ridge Investments LLC, a reputable investment firm known for its expertise in managing portfolios. In this article, we will delve into the Q3 2023 vs. Q4 2023 13F Holdings of Oak Ridge Investments LLC and explore the changes that occurred during this period.

Microsoft Corporation (MSFT)

First on the list is Microsoft Corporation, a tech giant that needs no introduction. Oak Ridge Investments LLC saw an increase in its holdings of Microsoft, with shares rising from 222,672 in Q3 2023 to 225,002 in Q4 2023. This corresponds to a 20.3% increase in the value of the fund's holdings.

Apple Inc (AAPL)

Another tech titan in Oak Ridge Investments LLC's portfolio is Apple Inc. The fund's holdings of Apple experienced a modest growth, with shares climbing from 407,212 in Q3 2023 to 410,496 in Q4 2023. This represents a 13.4% increase in the value of the fund's holdings.

Amazon.com Inc (AMZN)

Oak Ridge Investments LLC also maintained its position in Amazon.com Inc, one of the world's largest e-commerce companies. The fund's holdings of Amazon remained relatively stable, with shares rising from 258,490 in Q3 2023 to 259,953 in Q4 2023. This corresponds to a 20.2% increase in the value of the fund's holdings.

NVIDIA Corporation (NVDA)

NVIDIA Corporation, a prominent player in the semiconductor industry, also caught the attention of Oak Ridge Investments LLC. The fund saw a slight increase in its holdings of NVIDIA, with shares climbing from 65,997 in Q3 2023 to 66,427 in Q4 2023. This represents a 14.6% increase in the value of the fund's holdings.

Eli Lilly & Co (LLY)

Shifting our focus to the healthcare sector, Oak Ridge Investments LLC maintained its holdings of Eli Lilly & Co. The fund's shares of Eli Lilly & Co experienced a modest growth, with shares rising from 52,797 in Q3 2023 to 53,573 in Q4 2023. This corresponds to a 10.1% increase in the value of the fund's holdings.

Alphabet Inc (GOOG)

Alphabet Inc, the parent company of Google, also secured a spot in Oak Ridge Investments LLC's portfolio. The fund's holdings of Alphabet Inc remained relatively stable, with shares rising from 177,393 in Q3 2023 to 179,028 in Q4 2023. This represents a 7.9% increase in the value of the fund's holdings.

Meta Platforms Inc (META)

One of the notable changes in Oak Ridge Investments LLC's portfolio is its increased interest in Meta Platforms Inc, previously known as Facebook. The fund's holdings of Meta Platforms experienced a significant surge, with shares skyrocketing from 50,788 in Q3 2023 to 65,503 in Q4 2023. This represents an impressive 52.1% increase in the value of the fund's holdings.

UnitedHealth Group Inc (UNH)

Oak Ridge Investments LLC also showed confidence in UnitedHealth Group Inc, a leading healthcare company. The fund's holdings of UnitedHealth Group saw a minor growth, with shares rising from 33,492 in Q3 2023 to 33,930 in Q4 2023. This corresponds to a 5.8% increase in the value of the fund's holdings.

Alphabet Inc (GOOGL)

Similar to its holdings in Alphabet Inc (GOOG), Oak Ridge Investments LLC also maintained its position in Alphabet Inc (GOOGL). The fund's shares of Alphabet Inc (GOOGL) experienced a marginal growth, with shares rising from 120,644 in Q3 2023 to 121,963 in Q4 2023. This represents a 7.9% increase in the value of the fund's holdings.

Visa Inc (V)

Another notable position in Oak Ridge Investments LLC's portfolio is Visa Inc, a global payment technology company. The fund's holdings of Visa saw an increase, with shares rising from 61,060 in Q3 2023 to 61,770 in Q4 2023. This represents a 14.5% increase in the value of the fund's holdings.

Broadcom Inc (AVGO)

Oak Ridge Investments LLC also expressed interest in Broadcom Inc, a leading semiconductor company. The fund's holdings of Broadcom experienced significant growth, with shares rising from 11,357 in Q3 2023 to 11,654 in Q4 2023. This represents a substantial 37.9% increase in the value of the fund's holdings.

Mastercard Incorporated (MA)

Mastercard Incorporated, a global payments and technology company, also secured a place in Oak Ridge Investments LLC's portfolio. The fund's shares of Mastercard experienced a modest growth, with shares rising from 28,861 in Q3 2023 to 29,104 in Q4 2023. This corresponds to an 8.6% increase in the value of the fund's holdings.

Ross Stores Inc (ROST)

Oak Ridge Investments LLC also showed confidence in Ross Stores Inc, a leading off-price retailer. The fund's holdings of Ross Stores experienced a significant surge, with shares climbing from 88,753 in Q3 2023 to 89,439 in Q4 2023. This represents a notable 23.5% increase in the value of the fund's holdings.

These are just a few examples of the changes in fund holdings that occurred between Q3 2023 and Q4 2023 for Oak Ridge Investments LLC. These shifts reflect the investment firm's assessment of the market and its strategic decisions regarding specific companies. It is important to note that these changes are in no way indicative of the overall performance of these companies. Investors should carefully evaluate their investment decisions based on individual research and analysis.

Disclaimer: The information presented in this article is for informational purposes only and should not be construed as investment advice. Always consult with a qualified financial advisor before making investment decisions.